Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Cardenas is a financial advisor with over 20 years of experience in the industry. Jeffrey is currently registered with Osaic Wealth, Inc. and is licensed in Wisconsin. Jeffrey has previously been registered with Woodbury Financial Services, Inc. and Princor Financial Services Corporation. Jeffrey is a Series 7 and Series 63 licensed representative. Jeffrey has a strong background in providing financial advice to individuals, businesses, and institutions. Jeffrey also has experience in providing financial planning, portfolio management, and insurance services. Jeffrey is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WI
01/19/2024 - Present
Osaic Wealth, Inc. (HARTLAND WI)
WI
10/17/2007 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (HARTLAND WI)
WI
11/08/2002 - 10/18/2007
PRINCOR FINANCIAL SERVICES CORPORATION (HARTLAND WI)
NY
09/07/2001 - 08/01/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
07/20/2000 - 01/25/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 07/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Cardenas is the right advisor for you? Invested Better is here to help.
